SMCRX Mutual Fund

SMCRX Mutual Fund

NAV$8.99
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Returns Overview

1 Month
+0.31%
3 Months
+1.99%
6 Months
+1.86%
YTD
+1.86%
1 Year
+4.83%
3 Years (annualized)
+6.55%
5 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+3.07%
vs Peers
-1.21%

SMCRX Mutual Fund Performance

SMCRX performance across multiple time periods: 1-month 0.31%, YTD 1.86%, 1-year 4.83%, 3-year 6.55%, 5-year 2.03%.

SMCRX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

SMCRX performance comparison shows side-by-side returns with another fund. SMCRX alternatives are available in the Mutual Fund Screener.